We Provide Organizers

Our 2020 Income Tax Organizer Worksheet is CUSTOMIZED FOR THE NEEDS OF EACH INDIVIDUAL CLIENT. If you haven't received your copy yet, then please call our office at (507) 452-6906 and ask the receptionist to send your personal organizer.

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  • Plain Language
  • Not Technical
  • Saves Time
  • Easy
    • Download and then use Adobe Reader to complete on-screen.
https://drive.google.com/file/d/0B9zJns4yUqEFaHNMWkpXTjZOYVE/view?usp=sharing

Sample

Tax Service Plus of Winona

of Winona

INSTRUCTIONS:

  1. Print or download this organizer
  2. Complete by hand or on-screen using Adobe Reader
  3. Upload through our client portal or bring to office


Completion of these forms in advance will save us valuable time and therefore save you money!